May 15th, 2017
Located in the iron ore rich Pilbara region of Western Australia with close proximity to Asia and India, Fortescue is the world’s fourth largest iron ore producer. 15 May 2017 Barry Dawes speaks to James Brandis What’s been happening with Fortescue Metals Group (ASX: FMG) for the past few months? We’ve had quite bit of volatility in … Continue reading “Fortescue”
April 22nd, 2017
I’ve had an epiphany! I was going to call it my eureka moment, but I’ve already done that.
My epiphany relates to the Fourth Industrial Revolution – it’s not about technology or automation, it’s about the dominance of customers. So the winner will always be the best product as you’ll discover in my Overview today.
I’ve also included a fascinating interview with professor of international economics Richard Baldwin. He’s got some great insights into future uses of technology like virtual and augmented reality and he reckons we’re about to have our own steam revolution in Australia.
There’s a salutary tale about downsizing the family home that nobody over the age of 60 can afford to miss. I’ll explain the nuances of RBA board meeting minutes, look at the rapid drop in Iron Ore and give you Greenspan’s nonagenarian view on Trump’s US dollar.
April 21st, 2017
The Money Cafe
Alan Kohler and James Kirby look at the impact that housing could have on CPI figures, Amazon’s march into Australia, iron ore, and the latest development in Australia’s big short (Quintus).
March 29th, 2017
This week, analysts visit Evolution Mining’s Ernest Henry mining operation in Far North Queensland and report on their satisfactory findings, while other reports examine the positive impact of increased corporate debt issuance on ASX’s Austraclear business. Meanwhile, Cyclone Debbie is still tearing through Queensland, and while thoughts are with the safety of residents, brokers’ eyes are turning to financial and economic impacts, beginning with warning bells on coking coal production in the Bowen Basin.
February 23rd, 2017
This week, it’s a resource-themed Talking Finance.
Alan’s digging deep on developments in the sector with some of the big names in the industry and he’ll introduce you to some companies and resources that may have a (half) life.